+61.2%
ONTO vs Z
-59.6%
+120.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.7% | +7.2% | +9.0% |
| 7D | +16.4% | -13.1% | +29.4% | +14.9% |
| 30D | -21.4% | +5.9% | -27.3% | -20.7% |
| 3M | -32.7% | -13.7% | -19.1% | -32.5% |
| 6M | -25.2% | -27.1% | +1.9% | -20.6% |
| YTD | +36.2% | -56.8% | +93.0% | +59.1% |
| 1Y | +61.2% | -60.2% | +121.4% | +93.1% |
| All | +61.2% | -59.6% | +120.8% | +93.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded Z wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling